Import Self Service Leave Transactions to Time
This option imports Self Service Leave Applications which have been entered by employees into Preceda Time.
Prerequisites
- Employees must be attached to Self Service Group Profiles which are configured to Import Leave To Time when their Leave Application is created.
Rules and Guidelines
- All transactions can be imported or transactions that have not been approved by a Manager can be excluded.
- Self Service options can be set for importing and processing rules that apply when importing leave applications as set up in the Importing Leave Application Processing Rules.
- When the import process is run two reports are generated:
Selection Report - containing information about the imported transactions
Exception Report - containing information about the imported transactions
- Once the transactions have been imported, each transaction on the Time Editor window should be checked to ensure all transactions are correct for processing.
- The transactions are formatted and imported to the Time Editor window and are flagged with a Source Transaction code to identify them as transactions from Self Service. This is to enable the ability to Clear the Transactions when needed.
- Once imported, the status of the imported transaction is changed to Paid in the employee's Self Service window. The employee cannot change a Paid transaction.
- The Clear Self Service Leave Transactions from Time option must be run before transactions can be re-imported (if required), as the previous import will be ignored.
- The import process validates self service transaction with the Payrun Header. If the Date To on this window is greater than the Period End Date, a warning is displayed when the Run Process is selected.
- Warning: Date To is more than 30 days from the current date. Do you wish to continue?
Field Information
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
The Time Leave Applications that fall between the From and To dates entered will be imported.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
This is the Payrun Group to import.
- If using Pay Environments, this field is not accessible.
- The Payrun Group is populated by the Pay Environment information that the user is attached to.
- To select a different Payrun Group, change to a different environment as per the Change Payrun Environment window.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
A maximum of 3 Pay Frequencies can be selected to import.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
Select a combination of Payroll Costing Levels to import transactions for. Transactions for all employees who meet the criteria are imported.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
This is the ID Number to import transactions for an individual.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
This option allows for a user to run a test import and review the Payroll Transactions Selection Report before running a live import.
When the import process is run two reports are generated:
- Selection Report - containing information about the imported transactions
- Exception Report - containing information about the transactions that were not imported
Generation and content of this report is based on the Produce Leave Audit Report setting on the Self Service Options window.